9 min read

Episode 301: Threads, Workflow updates, Landing page tip, Proactive Excellence

Episode 301: Threads, Workflow updates, Landing page tip, Proactive Excellence

Welcome to HubShots Episode 301: Threads, Workflow updates, Landing page tip, Proactive Excellence


This edition we dive into:

  • Proactive Mediocrity to Proactive Excellence
  • Re-Onboarding idea
  • Should you have a navigation menu on landing pages?
  • Total Revenue field on company records
  • Workflow action Copy and Paste
  • Content Assistant (ie AI in HubSpot)
  • Wishlist: Import WordPress Comments into HubSpot
  • Midjourney prompts
  • Meta Threads: The Kindness Before the Storm
  • Unclogging your Stuck Pipeline
  • HubShots Framework poster

You can watch this episode on our YouTube episodes playlist.

Are you a subscriber on the HubShots YouTube channel?

We’re also available on Spotify or Soundcloud if that’s easier for you.

Did a colleague forward this episode to you? Sign up here to get yours every Friday.

Have you downloaded the latest version of the HubShots Framework yet? (It’s your 5-Stage plan for getting the most out of HubSpot).

Note: whenever you see a (Stage X) notification at the end of a Shot it indicates what stage of the HubShots Framework it relates to.

Please forward this on to your work colleagues.

Recorded: Wednesday 12 July 2023 | Published: Friday 21 July 2023


Table of Contents

 


🌱 Shot 1: Growth Thoughts of the Week

From Proactive Mediocrity…

The excitement - and in some cases, overexcitement - around AI is starting to get pushback. It’s the classic journey transformative technologies go through. Negative sentiment, legal disputes, privacy legislation and perhaps just plain old overwhelm are starting to kick in.

One way to look at this is as an opportunity. If you were worried you were falling behind (like most Gen X and Boomers are) on AI tools, then now’s your chance to catch up (ie whilst others are wasting mental cycles highlighting the problems).

But it’s important to understand value versus junk.

To illustrate this, I’ve been curious about how many companies are viewing AI tools (we can just focus on ChatGPT for now as our example) as a way to generate low value output (eg content, answers, processes, thoughts).

I refer to this as ‘proactive mediocrity’. It’s when people deliberately spend time using tools to generate junk content that adds no value to society.

To highlight how easy this is, consider this page that we’ve put together: Get the Most Out of HubSpot for a New User

When you first look through the page you could be fooled into thinking it is a useful resource. But it’s actually just junk. Packaged up nicely. ‘Lipstick on a pig’ as we used to say.

Proactive Mediocrity to Proactive Excellence

That’s because all the content was generated by ChatGPT using a few plugins. Here’s the ChatGPT thread if you are interested. The ChatGPT thread is from a month ago, so the plugins I used at the time are likely out of date by now (there will be much better ones now), but you’ll get the idea.

It was generated in a few minutes just by scouring the web (in this case a few HubSpot KB articles).

But have a read through the page - it’s pretty useless. I call this ‘proactive mediocrity’, and sadly we’re seeing a deluge of it appearing. And even worse, as this content propagates out it just feeds the AI machine for the next cycle.

(BTW we deliberately blocked that page from Google - we don’t want that appearing in the search results)

In case you are interested, every image on that page was created by AI as well - we use Midjourney for everything these days #NeverUseAStockImageAgain

…To Proactive Excellence

The opposite of this is ‘proactive excellence’, and it’s the opportunity that all content marketers should be chasing/embracing. Imagine if that same page, with its beautiful design, had amazing content - that was actually of value to society. What a difference that would make.

Here’s the takeaway: in a growing swamp of mediocre content, aim high and produce excellent content. And then put the effort into packaging it well.

[Back to Top]


✨ Shot 2: Quick Shots of the Week

Re-Onboarding Training Idea

Just floating this idea - if you’ve had HubSpot in place at your company for a few years now, would you be interested in a re-onboarding ‘experience’.

Basically we review your portal, and then take you and your team through training for how we onboard clients these days (a lot has changed in the last few years). Some of the stuff you’d already know, but you might be surprised at how many new tools and features there are in HubSpot now.

A quick example, if you’re still using the Workflow tool the same way you did 2 years ago, then there’s tons of opportunity for you to improve.

We’re thinking this might be a half day training session for you and your team. We’d need access to your portal beforehand in order to prepare, and then we spend a half day on a Zoom, Teams of Meet session with you all.

Sound useful? Let us know - just hit reply to our show notes email and we’ll be in touch.

Beta Features

Here’s a few quick items of interest we noticed:

  • Content Assistant is now available as a general beta (previously it was private) - more details on that in Shot 6
  • View filters on assets support OR, eg:

Advanced filters

These appear on filters for Lists, Workflows, Campaigns and Forms (possibly more), basically anywhere you see Advance Filters as an option:

Workflow Advanced Filters

It’s the little things!

[Back to Top]


🚀 Shot 3: HubSpot Marketing Feature of the Week

Should I have the main menu on landing pages?

This is something that we often get asked.

Why? Conventional wisdom versus Latest testing…

Conventional wisdom (seen in countless blog posts over the years) recommends you remove ‘any distractions’ such as navigation menus, footer menus, popups, etc on landing pages. The thinking being that we just want the visitor to do one thing: usually fill out a form, and we don’t want to distract them with anything else.

Whilst this might be a good starting point, the effectiveness of this approach will likely depend on the specific situation, audience and buyer intent.

For example, one counter to this approach (from me personally) is that when I’m visiting a link on mobile (eg in Twitter or Threads or LinkedIn etc) I’m often interested in learning more about the company. I’m not yet ready to sign up (although sometimes I am). So when the site blocks easy access to a menu I find it frustrating. And if I’ve opened it in a social app it’s usually using the in-app browser, so I can’t even manually edit the URL. At which point I’ll usually just give up.

So, what to do? Simple: test and measure

Try a version with and without ‘distractions’. View bounce rates and conversion rates. Also measure the activity of visitors who do get to browse around further - they may not convert right away, but they may end up being a better type of conversion later. HubSpot of course allows you to easily measure all of these scenarios so you can decide on the best approach for you landing page.

BTW you might find you have a mix on your site - some landing pages are distraction free, others fully functional.

This would indicate the best way forward and what is helping you drive conversion without causing users to get annoyed.

Example of a page without the navigation, as people have navigated here to view this property and learn more:

Example of a page without the navigation

Vs the homepage:

Home page with the navigation menus

[Back to Top]


💰 Shot 4: HubSpot Sales Feature of the Week

Total Revenue field on Company records

Company property: Total Revenue (from HubSpot KB)

  • Total revenue: the total value of deals closed with the company or organization. This is set automatically by HubSpot.

(not to be confused with Annual Revenue)

Handy!

[Back to Top]


👨‍🔧 Shot 5: HubSpot Workflow Feature of the Week

Workflow Action Copy and Paste between workflows

A handy feature - you can copy workflow actions from one workflow to another.

Workflow Action Copy and Paste between workflows

Available from the actions menu (on the action):

Available action menus

This will copy over the action, and will attempt to copy any specific properties or other object details in the action.

However this won’t work for some items eg if your source action refers to the new ‘Available data’ sources (currently in Beta). When the object data can’t be copied you’ll see error messages like this (which is totally understandable):

When the object data can’t be copied you’ll see error messages

[Back to Top]


🔥 Shot 6: CMS Hub Feature of the Week

Content Assistant

HubSpot’s content assistant is now out in public beta - where I expect it will stay for a while, it’s probably one of those things that is always in beta…

It’s handy, and pretty much table stakes now for platforms to incorporate this kind of functionality.

Note the privacy related considerations that you are agreeing to when you enable it.

Content Assistant

BTW did you notice that you can use the Content Assistant in Inbox Conversations as well? You’ll need to opt in to it specifically in your Betas area.

[Back to Top]


🔧 Shot 7: HubSpot Feature Wishlist Item of the Week

Wishlist: Import WordPress Comments into a HubSpot blog

We’ve been gradually moving all our sites from WordPress to HubSpot CMS over the past few years.

We’re down to our last 10 or so sites. However, some of these sites have years worth of comments - which we consider valuable.

One blocker that we’ve run into is that HubSpot’s importer won’t import comments from WordPress. I was surprised by this, because I was sure it used to… I checked with HubSpot Support and they confirmed that comments aren’t imported.

This is a showstopper for our remaining sites and for a few clients who we were hoping to move over to HubSpot.

As a personal example, for my personal blog - which I started writing in 2004 - I have a few thousand comments that have been added over the years. I don’t want to lose them:

WordPress Comments

And one of my wife’s sites has more than 20,000 comments - which we don’t want to lose.

And hence, it is on our wishlist!

[Back to Top]


💡 Shot 8: Listener Feedback of the Week

From Paul:

Tips and Insights. Tangible and Measurable approach to HubSpot. Step Process- real life client examples. Excellent for getting a guide and an unbiased view of the HubSpot ecosystem.

[Back to Top]


🏈 Shot 9: AI Prompt of the Week

Midjourney Prompts

Prompt: Wide shot of a happy professional woman in early 30s, working in a modern office, creating a sense of happiness and satisfaction, with a purple substance blowing up all around, in the style of intricate compositions, zbrush, biomorphic forms, molecular, emek golan, luminous color palette, innovating techniques, spiral group, surreal photography, purple and blue gradient lighting

Midjourney Prompts

Look carefully and you’ll spot some issues with the hands, and the back of the laptop (Midjourney has combined it with the look of a monitor stand).

See more examples on our XEN Create Midjourney page - includes a bunch of prompts we’ve found, created or tested.

BTW you can follow our daily prompt updates on the XEN Create LinkedIn page. Use this as inspiration for what is possible.

Daily Midjourney prompts

[Back to Top]


📚 Shot 10: Thought of the Week

The Kindness Before the Storm

As I write this, Threads (the new social platform from Meta) has just passed 100M users. In 5 days. Interesting times.

I’m really enjoying the freedom of a fresh start. I have hardly any followers on Threads and thus don’t feel at all constrained in what I share.

This might seem odd (for a marketer to say) but for me there’s a pressure on Twitter, LinkedIn and Instagram - due to me having been on them right from the start and being part of communities that I’m no longer really involved in (eg for the first 20 years of my career I was heavily involved in the Microsoft community, and as such most of my connections on Twitter and LinkedIn are from those days). Whilst logically this probably seems strange, personally it has been a (perceived) constraint for me. Let’s see how Threads goes - I suspect it will be my main channel.

It’s early days though, and if there’s a common sentiment I’m seeing it’s that: everyone loves how kind, polite and positive the place is so far. But there is an underlying dread of what it will become once all the rage, clickbait (and marketers!) turn up. I share this fear. The mute button will likely be getting a big workout in coming weeks. The app is basic so far and will improve quickly. I won’t bother mentioning any specific features here, because by the time you read this, they’ll likely be there (hello Follower tab).

What’s your thoughts on Threads so far?

If you feel inclined you can follow me here.

[Back to Top]


✍️ Shot 11: Quote of the Week

Word of the week: Pronoia

Pronoia describes a state of mind that is the opposite of paranoia. Whereas a person suffering from paranoia feels that persons or entities are conspiring against them, a person experiencing pronoia believes that the world around them conspires to do them good.

[Back to Top]


🏋️ Shot 12: Training of the Week

Unclog your Stuck Pipeline with Blair Enns

I found this webinar useful as a reminder of a few things:

  • Market sentiment: Not panic, but there is uncertainty
  • 5 thoughtlines to consider from the prospect’s perspective:
    • Timing
    • Opportunity cost
    • Performance Risk
    • ROI
    • Complexity
  • Good Q+A discussion at the end around specific scenarios: key advice being ‘ask the prospect’

What clients are thinking and feeling

Blair Enns - in case you aren’t aware - is the guy behind Win Without Pitching. I’ve read his book many times. He co-hosts a podcast with another favourite of ours David C Baker.

[Back to Top]


 

🏋️ Shot 13: Have You Downloaded The HubShots Framework?

HubShots Framework Poster

Download a copy of the HubShots Framework A3 PDF poster (recently updated with colour coding and more).

The HubShots Framework

 

[Back to Top]


🧲 Shot 14: Follow Us on the Socials

Connect with HubShots here:

Connect with Ian Jacob on LinkedIn and Craig Bailey on LinkedIn 


HubShots, the podcast for marketing managers and sales professionals who use HubSpot, hosted by Ian Jacob from Search & Be Found and Craig Bailey from XEN Systems and XEN Solar.

HubShots is produced by Christopher Mottram from Podcastily.

We record using Riverside.fm (<= affiliate link)

Please share this with colleagues - it helps us improve and reach more marketers.


HubShots Episode 301: Threads, Workflow updates, Landing page tip, Proactive Excellence

 

Episode 300: 7 Years of HubSpot Tips

Episode 300: 7 Years of HubSpot Tips

Welcome to HubShots Episode 300: 7 Years of HubSpot Tips This edition we dive into: 7 years and 300 episodes HubSpot Email List columns layout ...

Read More
Episode 304: What was useful from HubSpot’s annual event and product announcements?

Episode 304: What was useful from HubSpot’s annual event and product announcements?

Welcome to HubShots Episode 304: What was useful from HubSpot’s annual event and product announcements? This edition we dive into: HubSpot’s...

Read More
HubShots Episode 305: The End of 2023 HubSpot Bumper Episode

HubShots Episode 305: The End of 2023 HubSpot Bumper Episode

Welcome to HubShots Episode 305: The End of 2023 HubSpot Bumper Episode This edition we dive into: Preparing for a Fast Start in 2024 Quick shots...

Read More